Arlene works with you to
- summarize your goals & objectives.
Together, you and Arlene make sure that she has all of the details she will need.
Together, you and Arlene will identify the issues of concern to you and your family.
Together, you and Arlene will build on your knowledge of estate planning.
Then, you and Arlene will review your estate documents and talk about how you and the members of your family might be impacted by the provisions.
You and your lawyer will address the legal process that will be followed.
You and Arlene will discuss the implications that may have.
Most importantly, Arlene will address whether you have done what needs to be done to implement the plan your lawyer has provided.
You have spent your life accumulating assets and making financial decisions. As Arlene gets to know about you, what you have, how you relate to what you have, and what you expect those assets to do for you, she can work with you and your attorney to be sure your plan addresses all of the financial and estate administration issues that are important to you.
Going through this process gives you the opportunity to get “another opinion” – an independent look at what has become second nature to you – a step into the forest to see the trees.
